Estate Management Counselors provides financial planning and investment management services to individuals, trusts, estates, and small businesses. Services include financial goal setting, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Investment advice is provided, but the client makes the final investment decisions. The firm may receive commissions from insurance products.
Assets Under Management$290M
Clients355
Advisors2
Avg. per Client$830K
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
The management fee for client investment accounts exceeding $5,000,000 is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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